Curated Wealth Partners LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1781284
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$863.3M
Holdings
241
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Curated Wealth Partners LLC disclosed 241 positions worth $863.3M in its Form 13F-HR for Q2 2026, led by $APO (Apollo Global Management, Inc.) at 30.3% of the equity portfolio, followed by $ARES. During the quarter the fund opened 41 new positions and exited 30. The portfolio is most concentrated in Financials (54.2% of disclosed assets). All figures are sourced directly from Curated Wealth Partners LLC’s Form 13F-HR filing with the SEC under CIK 1781284.
AI Fund Analysis
Diversifying
$GEV1.9% weight
Held 5 quarters
$TPL1.4% weight
Held 9 quarters
VANGUARD INDEX FDS - S&P 5
0.9% weight
Held 9 quarters
DIMENSIONAL ETF TRUST - IN
0.7% weight
Held 9 quarters
$ANET0.7% weight
Held 7 quarters
VANGUARD INDEX FDS - S&P 5
8 quarters accumulating
DIMENSIONAL ETF TRUST - IN
8 quarters accumulating
$CRM8 quarters accumulating
VANGUARD INDEX FDS - TOTAL
7 quarters accumulating
$UNH6 quarters accumulating
Sector Allocation
FinancialsOtherTechnologyIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 52.1#1,482
Quality
$261.4M2,209,503 sh - 60.9#823
Quality
$163.6M1,470,108 sh VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$66.0M96,115 sh- —
Quality
$39.4M52,711 sh DIMENSIONAL ETF TRUST - INTL CORE EQT MK
—Quality
$30.3M735,149 shDIMENSIONAL ETF TRUST - EMERGING MKTS CO
—Quality
$20.9M514,473 sh- 58.6
Quality
$16.4M226,922 sh TOUCHSTONE ETF TRUST - LARG CO GROW ETF
—Quality
$14.2M536,196 sh- 76.4
Quality
$13.5M46,739 sh ISHARES TR - CORE S&P500 ETF
—Quality
$10.2M13,595 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Apollo Global Management, Inc.$APO | 52.1#1,482 | $261.4M | 2,209,503 |
 Ares Management Corp$ARES | 60.9#823 | $163.6M | 1,470,108 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $66.0M | 96,115 |
 SPDR S&P 500 ETF TRUST$SPY | — | $39.4M | 52,711 |
| DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $30.3M | 735,149 |
| DIMENSIONAL ETF TRUST - EMERGING MKTS CO | — | $20.9M | 514,473 |
 TEREX CORP$TEX | 58.6 | $16.4M | 226,922 |
| TOUCHSTONE ETF TRUST - LARG CO GROW ETF | — | $14.2M | 536,196 |
 Apple Inc.$AAPL | 76.4 | $13.5M | 46,739 |
| ISHARES TR - CORE S&P500 ETF | — | $10.2M | 13,595 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Curated Wealth Partners LLC's 241 positions.
Showing top 10 of 241 holdings.
Sector Allocation
Financials
$468.1M
Other
$240.8M
Technology
$69.4M
Industrials
$35.0M
Consumer Discretionary
$19.1M
Healthcare
$10.7M
Energy
$7.1M
Materials
$3.4M
Full Holdings — Curated Wealth Partners LLC (Q2 2026)
All 241 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $APO | Apollo Global Management, Inc. | $261.4M | 30.3% | -0% | 52.1 |
| 2 | $ARES | Ares Management Corp | $163.6M | 19.0% | +0% | 60.9 |
| 3 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $66.0M | 7.7% | +20% | — |
| 4 | $SPY | SPDR S&P 500 ETF TRUST | $39.4M | 4.6% | +2% | — |
| 5 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $30.3M | 3.5% | +4% | — |
| 6 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $20.9M | 2.4% | NEW | — |
| 7 | $TEX | TEREX CORP | $16.4M | 1.9% | +0% | 58.6 |
| 8 | — | TOUCHSTONE ETF TRUST - LARG CO GROW ETF | $14.2M | 1.6% | -22% | — |
| 9 | $AAPL | Apple Inc. | $13.5M | 1.6% | +14% | 76.4 |
| 10 | — | ISHARES TR - CORE S&P500 ETF | $10.2M | 1.2% | +16% | — |
| 11 | — | DOUBLELINE ETF TRUST - SECUR CR ETF | $9.7M | 1.1% | +7% | — |
| 12 |  $NVDA | NVIDIA CORP | $9.5M | 1.1% | +3% | 85.9 |
| 13 | — | DIAMOND HILL FUNDS - LARG CAP CON ETF | $9.4M | 1.1% | -27% | — |
| 14 |  $GLD | SPDR GOLD TRUST | $8.2M | 0.9% | +0% | — |
| 15 |  $GOOG | Alphabet Inc. | $7.3M | 0.8% | -3% | 78.2 |
| 16 |  $GS | GOLDMAN SACHS GROUP INC | $7.1M | 0.8% | NEW | 73.5 |
| 17 |  $AMZN | AMAZON COM INC | $7.1M | 0.8% | -6% | 68.7 |
| 18 |  $MSFT | MICROSOFT CORP | $4.9M | 0.6% | -13% | 79.8 |
| 19 | — | GOLDMAN SACHS ETF TR - DYNA CAL MUN ETF | $4.7M | 0.5% | +31% | — |
| 20 |  $DVA | DAVITA INC. | $4.2M | 0.5% | +0% | 60.4 |
| 21 | — | VANGUARD WORLD FD - INF TECH ETF | $4.1M | 0.5% | +698% | — |
| 22 |  $META | Meta Platforms, Inc. | $3.9M | 0.5% | +4% | 79.6 |
| 23 |  $AMCR | Amcor plc | $3.8M | 0.4% | +0% | — |
| 24 | $TPL | Texas Pacific Land Corp | $3.6M | 0.4% | +0% | 73 |
| 25 |  $GOOGL | Alphabet Inc. | $3.5M | 0.4% | +25% | 78.2 |
| 26 |  $AVGO | Broadcom Inc. | $3.5M | 0.4% | -6% | 84.5 |
| 27 |  $ARCC | ARES CAPITAL CORP | $3.0M | 0.3% | +0% | — |
| 28 |  $BRK.A | BERKSHIRE HATHAWAY INC | $3.0M | 0.3% | +0% | 73.8 |
| 29 |  $SNAP | Snap Inc | $2.4M | 0.3% | +1% | 56.2 |
| 30 | — | ISHARES TR - CORE DIV GRWTH | $2.3M | 0.3% | +0% | — |
| 31 |  $PKG | PACKAGING CORP OF AMERICA | $2.3M | 0.3% | +0% | 63 |
| 32 | — | ISHARES TR - RUS 1000 GRW ETF | $2.2M | 0.3% | +300% | — |
| 33 |  $PXED | Phoenix Education Partners, Inc. | $2.1M | 0.3% | +0% | — |
| 34 |  $MU | MICRON TECHNOLOGY INC | $2.1M | 0.3% | +35% | 86.2 |
| 35 |  $JPM | JPMORGAN CHASE & CO | $2.1M | 0.2% | +18% | 70.7 |
| 36 | — | ISHARES TR - MSCI EAFE ETF | $2.1M | 0.2% | +0% | — |
| 37 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.0M | 0.2% | -26% | 73.8 |
| 38 |  $TSLA | Tesla, Inc. | $1.9M | 0.2% | +83% | 53.9 |
| 39 | — | VANGUARD INDEX FDS - VALUE ETF | $1.9M | 0.2% | +0% | — |
| 40 |  $LYV | Live Nation Entertainment, Inc. | $1.7M | 0.2% | +0% | 52.9 |
| 41 | — | ISHARES TR - RUS 2000 GRW ETF | $1.7M | 0.2% | -17% | — |
| 42 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.6M | 0.2% | +0% | — |
| 43 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $1.6M | 0.2% | +0% | — |
| 44 | — | ISHARES TR - CORE S&P TTL STK | $1.5M | 0.2% | +0% | — |
| 45 | — | ISHARES TR - CORE MSCI EAFE | $1.4M | 0.2% | +0% | — |
| 46 |  $AMD | ADVANCED MICRO DEVICES INC | $1.4M | 0.2% | +45% | 79.8 |
| 47 |  $PR | Permian Resources Corp | $1.4M | 0.2% | +1% | 79.5 |
| 48 |  $BX | Blackstone Inc. | $1.4M | 0.2% | +3% | 74.4 |
| 49 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.3M | 0.1% | -0% | — |
| 50 |  $LLY | ELI LILLY & Co | $1.3M | 0.1% | +26% | 87.5 |
| 51 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $1.3M | 0.1% | +30% | — |
| 52 |  $WTS | WATTS WATER TECHNOLOGIES INC | $1.3M | 0.1% | -5% | 64.5 |
| 53 |  $SSD | Simpson Manufacturing Co., Inc. | $1.3M | 0.1% | -5% | 59.9 |
| 54 |  $BCSF | Bain Capital Specialty Finance, Inc. | $1.3M | 0.1% | +0% | — |
| 55 |  $IAU | ISHARES GOLD TRUST | $1.2M | 0.1% | +0% | — |
| 56 |  $V | VISA INC. | $1.2M | 0.1% | -14% | 82.9 |
| 57 |  $NFLX | NETFLIX INC | $1.2M | 0.1% | -8% | 78.8 |
| 58 | $GEV | GE Vernova Inc. | $1.1M | 0.1% | -23% | 81.1 |
| 59 |  $GOLF | Acushnet Holdings Corp. | $1.1M | 0.1% | -5% | 47.5 |
| 60 |  $ARDC | Ares Dynamic Credit Allocation Fund, Inc. | $1.1M | 0.1% | +1% | — |
| 61 |  $RBC | RBC Bearings INC | $1.1M | 0.1% | -11% | 66.8 |
| 62 |  $PRI | Primerica, Inc. | $1.1M | 0.1% | -5% | 67 |
| 63 |  $TTC | TORO CO | $1.1M | 0.1% | -3% | 60.6 |
| 64 |  $CARR | CARRIER GLOBAL Corp | $1.1M | 0.1% | +3% | 56.6 |
| 65 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $1.0M | 0.1% | +0% | 61.4 |
| 66 |  $DAR | DARLING INGREDIENTS INC. | $994,466 | 0.1% | +1% | 63.5 |
| 67 | — | ISHARES TR - RUSSELL 2000 ETF | $973,159 | 0.1% | NEW | — |
| 68 |  $KLAC | KLA CORP | $928,965 | 0.1% | +1032% | 78.6 |
| 69 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $890,559 | 0.1% | +0% | — |
| 70 |  $LSTR | LANDSTAR SYSTEM INC | $875,840 | 0.1% | -6% | 47.6 |
| 71 |  $JNJ | JOHNSON & JOHNSON | $869,845 | 0.1% | +15% | 69 |
| 72 |  $COST | COSTCO WHOLESALE CORP /NEW | $862,502 | 0.1% | +49% | 66.2 |
| 73 |  $CVX | CHEVRON CORP | $853,497 | 0.1% | +52% | 62.8 |
| 74 |  $GE | GENERAL ELECTRIC CO | $832,296 | 0.1% | -23% | 73.8 |
| 75 |  $INTC | INTEL CORP | $829,822 | 0.1% | NEW | 45.6 |
| 76 | $ANET | Arista Networks, Inc. | $809,988 | 0.1% | -45% | 81.9 |
| 77 |  $TXN | TEXAS INSTRUMENTS INC | $794,654 | 0.1% | -51% | 73.4 |
| 78 |  $ABBV | AbbVie Inc. | $792,415 | 0.1% | +49% | 72.6 |
| 79 |  $WDC | WESTERN DIGITAL CORP | $765,826 | 0.1% | +14% | 80.7 |
| 80 |  $XOM.R34088 | EXXON MOBIL CORP | $760,163 | 0.1% | +58% | 57.9 |
| 81 |  $MC | Moelis & Co | $720,144 | 0.1% | -10% | — |
| 82 | — | ISHARES TR - RUS MID CAP ETF | $712,557 | 0.1% | +0% | — |
| 83 |  $EME | EMCOR Group, Inc. | $705,399 | 0.1% | -6% | 69.3 |
| 84 |  $FCN | FTI CONSULTING, INC | $702,135 | 0.1% | -5% | 56.4 |
| 85 |  $BAC | BANK OF AMERICA CORP /DE/ | $686,665 | 0.1% | +28% | 67.6 |
| 86 |  $MA | Mastercard Inc | $686,170 | 0.1% | -18% | 85.1 |
| 87 |  $CSCO | CISCO SYSTEMS, INC. | $683,147 | 0.1% | +26% | 70.3 |
| 88 |  $KAI | KADANT INC | $668,054 | 0.1% | -17% | 55.8 |
| 89 |  $VICI | VICI PROPERTIES INC. | $660,272 | 0.1% | -14% | 65.8 |
| 90 | $UNH | UNITEDHEALTH GROUP INC | $626,770 | 0.1% | +39% | 62.7 |
| 91 |  $RLI | RLI CORP | $616,752 | 0.1% | -11% | 74.5 |
| 92 |  $FHB | FIRST HAWAIIAN, INC. | $606,304 | 0.1% | -5% | 56.5 |
| 93 |  $PLTR | Palantir Technologies Inc. | $606,219 | 0.1% | +62% | 84.6 |
| 94 |  $SLV | iShares Silver Trust | $593,784 | 0.1% | +0% | — |
| 95 | — | ISHARES TR - RUS 1000 ETF | $593,775 | 0.1% | +0% | — |
| 96 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $570,696 | 0.1% | +5% | — |
| 97 |  $LRCX | LAM RESEARCH CORP | $566,795 | 0.1% | +29% | 79.4 |
| 98 |  $OTIS | Otis Worldwide Corp | $563,493 | 0.1% | +6% | 61.3 |
| 99 |  $SNDK | Sandisk Corp | $532,053 | 0.1% | NEW | 87.7 |
| 100 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $520,874 | 0.1% | -13% | — |
| 101 |  $PM | Philip Morris International Inc. | $508,177 | 0.1% | +13% | 75.9 |
| 102 |  $UFPI | UFP INDUSTRIES INC | $507,598 | 0.1% | -18% | 48.6 |
| 103 |  $AMAT | APPLIED MATERIALS INC /DE | $500,316 | 0.1% | NEW | 72.3 |
| 104 |  $NEE | NEXTERA ENERGY INC | $497,128 | 0.1% | +14% | 64.6 |
| 105 |  $POOL | POOL CORP | $496,633 | 0.1% | -9% | 51.8 |
| 106 |  $CRVL | CORVEL CORP | $493,784 | 0.1% | -6% | 64.5 |
| 107 |  $GGG | GRACO INC | $492,222 | 0.1% | -9% | 63.4 |
| 108 |  $WMT | Walmart Inc. | $488,717 | 0.1% | +34% | 60.2 |
| 109 |  $HLT | Hilton Worldwide Holdings Inc. | $488,420 | 0.1% | +26% | 63.3 |
| 110 |  $IBP | Installed Building Products, Inc. | $482,204 | 0.1% | -19% | 56.3 |
| 111 |  $SG | Sweetgreen, Inc. | $476,647 | 0.1% | +0% | 35.9 |
| 112 |  $C | CITIGROUP INC | $471,385 | 0.1% | +31% | 65 |
| 113 |  $CAT | CATERPILLAR INC | $464,296 | 0.1% | NEW | 66.5 |
| 114 |  $CL | COLGATE PALMOLIVE CO | $461,060 | 0.1% | -65% | 61.3 |
| 115 |  $COF | CAPITAL ONE FINANCIAL CORP | $459,221 | 0.1% | -59% | 62.4 |
| 116 |  $WFC | WELLS FARGO & COMPANY/MN | $457,990 | 0.1% | +100% | 61.8 |
| 117 |  $WMB | WILLIAMS COMPANIES, INC. | $456,893 | 0.1% | +3% | 64.3 |
| 118 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $456,491 | 0.1% | +13% | 73.7 |
| 119 |  $LIN | LINDE PLC | $451,997 | 0.1% | +29% | — |
| 120 |  $JKHY | JACK HENRY & ASSOCIATES INC | $449,997 | 0.1% | -31% | 66.2 |
| 121 | — | ISHARES TR - MSCI ACWI ETF | $449,264 | 0.1% | +65% | — |
| 122 |  $BANF | BANCFIRST CORP /OK/ | $448,410 | 0.1% | -7% | 56.1 |
| 123 |  $COP | CONOCOPHILLIPS | $433,306 | 0.1% | -57% | 70.2 |
| 124 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $427,727 | 0.1% | -68% | 54.9 |
| 125 |  $DCI | DONALDSON Co INC | $425,689 | 0.1% | -6% | 60.5 |
| 126 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $421,813 | 0.1% | +40% | 70 |
| 127 | — | ISHARES TR - EXPANDED TECH | $411,777 | 0.1% | +14% | — |
| 128 |  $PNBK | PATRIOT NATIONAL BANCORP INC | $409,791 | 0.1% | -48% | 34.3 |
| 129 |  $MRK | Merck & Co., Inc. | $408,120 | 0.1% | +36% | 59.9 |
| 130 |  $TDG | TransDigm Group INC | $406,271 | 0.1% | +7% | 68 |
| 131 |  $ASML | ASML HOLDING NV | $405,846 | 0.1% | -7% | — |
| 132 |  $ORCL | ORACLE CORP | $401,840 | 0.1% | -25% | 66.2 |
| 133 |  $HWM | Howmet Aerospace Inc. | $401,138 | 0.1% | -45% | 73.9 |
| 134 |  $UNP | UNION PACIFIC CORP | $399,296 | 0.1% | -63% | 69.7 |
| 135 | $GS | GOLDMAN SACHS GROUP INC | $399,138 | 0.1% | -12% | 73.5 |
| 136 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $395,639 | 0.1% | +0% | — |
| 137 |  $IVZ | Invesco Ltd. | $392,102 | 0.1% | +0% | — |
| 138 |  $SPGI | S&P Global Inc. | $391,376 | 0.1% | +29% | 76.1 |
| 139 |  $VZ | VERIZON COMMUNICATIONS INC | $389,445 | 0.1% | NEW | 65.8 |
| 140 | — | ISHARES INC - MSCI EMRG CHN | $385,876 | 0.0% | +0% | — |
| 141 |  $F | FORD MOTOR CO | $385,545 | 0.0% | +10% | 54.9 |
| 142 |  $KO | COCA COLA CO | $385,138 | 0.0% | +44% | 69.5 |
| 143 |  $LMT | LOCKHEED MARTIN CORP | $364,772 | 0.0% | +14% | 65.6 |
| 144 |  $FIX | COMFORT SYSTEMS USA INC | $362,697 | 0.0% | +20% | 77.7 |
| 145 |  $MS | MORGAN STANLEY | $360,385 | 0.0% | NEW | 75.8 |
| 146 |  $PANW | Palo Alto Networks Inc | $358,070 | 0.0% | NEW | 65.5 |
| 147 |  $TER | TERADYNE, INC | $355,140 | 0.0% | -2% | 77.3 |
| 148 |  $HQY | HEALTHEQUITY, INC. | $350,441 | 0.0% | -6% | 71.2 |
| 149 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $348,946 | 0.0% | +49% | 65.1 |
| 150 |  $ORLY | O REILLY AUTOMOTIVE INC | $347,087 | 0.0% | +10% | 67.4 |
| 151 | $IVZ | Invesco Ltd. | $342,820 | 0.0% | +0% | — |
| 152 |  $PSX | Phillips 66 | $341,990 | 0.0% | +67% | 57.8 |
| 153 | — | ISHARES TR - S&P 500 GRWT ETF | $334,886 | 0.0% | +0% | — |
| 154 |  $ET | Energy Transfer LP | $333,644 | 0.0% | +0% | 64.4 |
| 155 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $333,635 | 0.0% | +0% | — |
| 156 |  $LH | LABCORP HOLDINGS INC. | $332,360 | 0.0% | -66% | 65 |
| 157 |  $BMY | BRISTOL MYERS SQUIBB CO | $327,281 | 0.0% | +3% | 70.4 |
| 158 |  $BA | BOEING CO | $326,653 | 0.0% | NEW | 61.6 |
| 159 |  $ABT | ABBOTT LABORATORIES | $326,301 | 0.0% | -73% | 65.5 |
| 160 |  $RTX | RTX Corp | $324,438 | 0.0% | +11% | 73.2 |
| 161 | — | ISHARES TR - CORE S&P SCP ETF | $320,350 | 0.0% | +0% | — |
| 162 |  $APAM | Artisan Partners Asset Management Inc. | $318,607 | 0.0% | -5% | 67.3 |
| 163 |  $NOW | ServiceNow, Inc. | $317,201 | 0.0% | +40% | 72.9 |
| 164 |  $CI | Cigna Group | $315,651 | 0.0% | +45% | 66.2 |
| 165 |  $HWKN | HAWKINS INC | $315,605 | 0.0% | -11% | 55.6 |
| 166 |  $TJX | TJX COMPANIES INC /DE/ | $314,517 | 0.0% | +30% | 68.7 |
| 167 |  $SRE | SEMPRA | $314,194 | 0.0% | +50% | 41.9 |
| 168 |  $FTNT | Fortinet, Inc. | $314,152 | 0.0% | NEW | 80.1 |
| 169 |  $KKR | KKR & Co. Inc. | $314,072 | 0.0% | NEW | 54.3 |
| 170 |  $FCX | FREEPORT-MCMORAN INC | $313,255 | 0.0% | +38% | 62 |
| 171 |  $ADI | ANALOG DEVICES INC | $312,177 | 0.0% | NEW | 79.2 |
| 172 |  $AMGN | AMGEN INC | $304,182 | 0.0% | +19% | 79.2 |
| 173 |  $KDK | Kodiak AI, Inc. | $301,915 | 0.0% | +0% | 26.8 |
| 174 | — | INNOVATOR ETFS TRUST - US EQTY PWR BF | $300,311 | 0.0% | +0% | — |
| 175 |  $APH | AMPHENOL CORP /DE/ | $300,096 | 0.0% | -15% | 79.3 |
| 176 |  $TFC | TRUIST FINANCIAL CORP | $297,624 | 0.0% | +12% | 76.4 |
| 177 |  $LCII | LCI INDUSTRIES | $292,335 | 0.0% | -6% | 53.1 |
| 178 |  $AZ | A2Z CUST2MATE SOLUTIONS CORP. | $290,994 | 0.0% | +0% | — |
| 179 |  $DELL | Dell Technologies Inc. | $288,214 | 0.0% | NEW | 71.2 |
| 180 |  $SCHW | SCHWAB CHARLES CORP | $287,882 | 0.0% | +34% | 79.4 |
| 181 | $GS | GOLDMAN SACHS GROUP INC | $286,218 | 0.0% | NEW | 73.5 |
| 182 |  $QCOM | QUALCOMM INC/DE | $284,209 | 0.0% | NEW | 70.5 |
| 183 |  $GM | General Motors Co | $283,501 | 0.0% | +12% | 54.3 |
| 184 |  $WES | Western Midstream Partners, LP | $280,064 | 0.0% | +0% | 71 |
| 185 | — | ISHARES TR - RUS 1000 VAL ETF | $278,795 | 0.0% | +0% | — |
| 186 |  $TGT | TARGET CORP | $270,884 | 0.0% | NEW | 60.7 |
| 187 | — | ISHARES TR - MSCI ACWI EX US | $270,728 | 0.0% | NEW | — |
| 188 |  $ROST | ROSS STORES, INC. | $268,192 | 0.0% | NEW | 70.4 |
| 189 |  $VLO | VALERO ENERGY CORP/TX | $264,087 | 0.0% | NEW | 57.8 |
| 190 |  $TDY | TELEDYNE TECHNOLOGIES INC | $263,426 | 0.0% | -21% | 67.2 |
| 191 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $260,505 | 0.0% | +32% | 66.2 |
| 192 |  $MANH | MANHATTAN ASSOCIATES INC | $259,423 | 0.0% | -2% | 64.1 |
| 193 |  $HD | HOME DEPOT, INC. | $256,046 | 0.0% | NEW | 60.3 |
| 194 |  $SNOW | Snowflake Inc. | $256,030 | 0.0% | NEW | 54.9 |
| 195 |  $BN | BROOKFIELD Corp /ON/ | $255,412 | 0.0% | +0% | — |
| 196 |  $MPC | Marathon Petroleum Corp | $254,901 | 0.0% | +9% | 61 |
| 197 |  $ABNB | Airbnb, Inc. | $254,718 | 0.0% | NEW | 71 |
| 198 | — | VANGUARD INDEX FDS - GROWTH ETF | $254,285 | 0.0% | +500% | — |
| 199 |  $ATO | ATMOS ENERGY CORP | $253,236 | 0.0% | NEW | 57.6 |
| 200 |  $PG | PROCTER & GAMBLE Co | $251,489 | 0.0% | NEW | 64.6 |
| 201 |  $DTM | DT Midstream, Inc. | $250,632 | 0.0% | -1% | 68.6 |
| 202 |  $ISRG | INTUITIVE SURGICAL INC | $245,368 | 0.0% | +7% | 79.9 |
| 203 |  $UBER | Uber Technologies, Inc | $245,125 | 0.0% | -63% | 73.5 |
| 204 |  $CBRE | CBRE GROUP, INC. | $244,598 | 0.0% | NEW | 62.3 |
| 205 |  $MRVL | Marvell Technology, Inc. | $241,887 | 0.0% | NEW | 76.5 |
| 206 |  $TRV | TRAVELERS COMPANIES, INC. | $241,648 | 0.0% | -8% | 75.9 |
| 207 |  $PFE | PFIZER INC | $240,150 | 0.0% | -7% | 62 |
| 208 | — | GOLDMAN SACHS ETF TR - DYNAMIC NY MUNI | $239,618 | 0.0% | +0% | — |
| 209 |  $PLD | Prologis, Inc. | $238,158 | 0.0% | NEW | 68.3 |
| 210 |  $AME | AMETEK INC/ | $236,376 | 0.0% | -4% | 69.7 |
| 211 |  $CMI | CUMMINS INC | $236,072 | 0.0% | NEW | 58.1 |
| 212 |  $SGI | SOMNIGROUP INTERNATIONAL INC. | $235,200 | 0.0% | +0% | 71.6 |
| 213 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $234,793 | 0.0% | +11% | 62.9 |
| 214 | $CRM | Salesforce, Inc. | $233,580 | 0.0% | -70% | 77 |
| 215 |  $FERG | Ferguson Enterprises Inc. /DE/ | $231,870 | 0.0% | -69% | 52.2 |
| 216 |  $ES | EVERSOURCE ENERGY | $231,842 | 0.0% | NEW | 66.1 |
| 217 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $231,387 | 0.0% | +42% | 62.6 |
| 218 |  $PEP | PEPSICO INC | $229,366 | 0.0% | NEW | 63.4 |
| 219 |  $VRT | Vertiv Holdings Co | $224,999 | 0.0% | NEW | 81 |
| 220 |  $CWST | CASELLA WASTE SYSTEMS INC | $224,487 | 0.0% | NEW | 57.1 |
| 221 |  $IBKR | Interactive Brokers Group, Inc. | $220,994 | 0.0% | -21% | 77 |
| 222 |  $DOV | DOVER Corp | $219,570 | 0.0% | +1% | 58.1 |
| 223 |  $CPRT | COPART INC | $219,346 | 0.0% | NEW | 69.1 |
| 224 |  $VIK | Viking Holdings Ltd | $218,447 | 0.0% | NEW | — |
| 225 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $218,063 | 0.0% | NEW | 75.4 |
| 226 |  $STX | Seagate Technology Holdings plc | $216,160 | 0.0% | NEW | — |
| 227 |  $WELL | WELLTOWER INC. | $215,848 | 0.0% | NEW | 59.8 |
| 228 |  $AON | Aon plc | $212,613 | 0.0% | -83% | — |
| 229 |  $AMT | AMERICAN TOWER CORP /MA/ | $207,408 | 0.0% | NEW | 66.3 |
| 230 |  $ETN | Eaton Corp plc | $206,667 | 0.0% | NEW | — |
| 231 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $206,427 | 0.0% | -43% | 72.6 |
| 232 |  $BSX | BOSTON SCIENTIFIC CORP | $203,840 | 0.0% | NEW | 77.5 |
| 233 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $202,903 | 0.0% | -14% | — |
| 234 |  $SAN | Banco Santander, S.A. | $178,544 | 0.0% | +0% | — |
| 235 |  $REKR | Rekor Systems, Inc. | $138,980 | 0.0% | +0% | 25.9 |
| 236 |  $TCPC | BlackRock TCP Capital Corp. | $129,652 | 0.0% | +0% | — |
| 237 |  $LYG | Lloyds Banking Group plc | $124,488 | 0.0% | +0% | — |
| 238 |  $ACRE | Ares Commercial Real Estate Corp | $90,554 | 0.0% | -1% | 34.7 |
| 239 |  $DHF | BNY MELLON HIGH YIELD STRATEGIES FUND | $42,870 | 0.0% | +0% | — |
| 240 |  $DHY | CREDIT SUISSE HIGH YIELD CREDIT FUND | $35,404 | 0.0% | NEW | — |
| 241 |  $GOSS | Gossamer Bio, Inc. | $2,949 | 0.0% | +52% | 8.2 |
New Positions (41)
DIMENSIONAL ETF TRUST - EMERGING MKTS CO$20.9M
ISHARES TR - RUSSELL 2000 ETF$973,159
$INTC INTEL CORP$829,822$SNDK Sandisk Corp$532,053$AMAT APPLIED MATERIALS INC /DE$500,316$CAT CATERPILLAR INC$464,296$VZ VERIZON COMMUNICATIONS INC$389,445$MS MORGAN STANLEY$360,385$PANW Palo Alto Networks Inc$358,070$BA BOEING CO$326,653$FTNT Fortinet, Inc.$314,152$KKR KKR & Co. Inc.$314,072$ADI ANALOG DEVICES INC$312,177$DELL Dell Technologies Inc.$288,214$QCOM QUALCOMM INC/DE$284,209Exited Positions (30)
ADVISORS INNER CIRCLE FD III
$WM WASTE MANAGEMENT INC
$MLM MARTIN MARIETTA MATERIALS INC
$DIS Walt Disney Co
$SYY SYSCO CORP
$ZTS Zoetis Inc.
$SBAC SBA COMMUNICATIONS CORP
$INTU INTUIT INC.
$BKNG Booking Holdings Inc.
$DXCM DEXCOM INC
$DHR DANAHER CORP /DE/
$RDDT Reddit, Inc.
$ADSK Autodesk, Inc.
$SPOT Spotify Technology S.A.
$ADBE ADOBE INC.Browse Top Institutional Investors
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